Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.9B
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.69B
AUM Growth
+$546M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$30.3M
3
+$22.4M
4
YUMC icon
Yum China
YUMC
+$17.6M
5
OXY icon
Occidental Petroleum
OXY
+$17.3M

Top Sells

1
+$36.5M
2
+$32.4M
3
+$17.1M
4
NVR icon
NVR
NVR
+$16.3M
5
DE icon
Deere & Co
DE
+$16.2M

Sector Composition

1 Technology 19.48%
2 Financials 17.92%
3 Industrials 13.45%
4 Consumer Discretionary 11.28%
5 Healthcare 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
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1052
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1053
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1054
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1055
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-9,020
1056
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-10,300
1057
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-72,700
1058
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-119,700
1059
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-19,900
1060
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-37,313
1061
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-122,998
1062
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-22,959
1063
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-70,593
1064
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-6,617
1065
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-13,978
1066
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-8,300
1067
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-19,355
1068
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1069
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-3,790
1070
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-247,530
1071
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-282,334
1072
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-24,900
1073
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-23,559
1074
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-17,300
1075
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-899
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